Minbos Resources Limited · ASX:MNB

Minbos Resources — Investor Presentation (September 2015)

18 slides from Minbos Resources's investor presentation, September 2015

  1. Slide 1: Angolan Phosphate: Grade, Location, Market

    ANGOLAN PHOSPHATE Grade Location Market September 2015

  2. Slide 2: Disclaimer: Competent Person

    Disclaimer Competent Person The information in this presentation that relates to the Exploration Results and Phosphate Resources, Production Targets and Cost Estimation was extracted from Minbos’s ASX announcement dated 6 June 2012, 16 October 2013 and 5 December 2013 respectively entitled “Cacata P

  3. Slide 3: Disclaimer

    Disclaimer DISCLAIMER The Company has prepared this document based on information available to it at the time of preparation, from sources believed to be reliable and subject to the qualifications in this document. To the maximum extent permitted by law, the Company and it of affiliates, related bod

  4. Slide 4: Key Drivers

    Key Drivers World • Phosphate demand is underpinned by population growth Growth and driven by food production efficiencies. Sector Atlantic • Large markets in US and Europe, growth market in Brazil, Market diminishing high grade deposits in North and South America. Location Low Capex • High grade st

  5. Slide 5: Why Angola? – Growth and Resources

    Why Angola? – Growth and Resources  Africa’s largest oil producer and third largest producer of diamonds. China’s largest oil supplier.  Current projects include $10bn LNG plant led by Chevron and $1.2 billion urea and ammonia plant led by Mitsubishi.  Fastest growing economy in Africa.  Infrast

  6. Slide 6: Why Phosphate?

    ———— a Minbos Resources Limited More People 7,364,462,122 4,444 People Eat

  7. Slide 7: Current Ownership Structure

    Current Ownership Structure Petril Projects 50% 50% Mongo Tando Limited BVI Mongo Tando Ltda Cabinda Licences

  8. Slide 8: High Value Core Projects and Exploration Upside

    High Value Core Projects and Exploration Upside Potential High Grade Starter Pit at Cacata  High grade starter pit >32% P2O5  Balance readily beneficiated to >32%  Very shallow less than 10m  Free digging sediments Chivovo  Access to water, transport and power. 6.5mT @ 20.5% Cacata Exploration

  9. Slide 9: Moderate Climate

    Moderate Climate MONTHLY RAINFALL (MM) 160 140 120 100 80 60 40 20 0 Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec CACATA PERTH

  10. Slide 10: Cacata Long Section – Shallow Ore, High Grade

    Cacata Long Section – Shallow Ore, High Grade

  11. Slide 11: Easy Beneficiation by Sizing

    Easy Beneficiation by Sizing* 35 30 25 20 % P205 15 10 5 0 1 10 100 1000 10000 100000 Microns %P2O5 by size fraction * Example grade by size distribution from the 23-26% bulk sample results. ASX Release 13 April 2015 “Cacata Resource Additional Information”

  12. Slide 12: Deepwater Port

    Deepwater Port Porto de Caio Cabinda  Located in Cabinda 60km by road from Cacata  12.5m depth ideally suited to phosphate vessel size. Letter of Intent  800tpa port capacity  Commencement 3rd quarter 2017

  13. Slide 13: Premium Product confirmed by CRU

    Premium Product confirmed by CRU “The key conclusion of the analysis is that Cacata phosphate rock is likely to trade at approximately 9% premium to Moroccan benchmark price. … (this assumes no discounting is used to ease in market penetration, no account for freight differentials.)” CRU October 201

  14. Slide 14: Cacata Studies Completed

    Cacata Studies Completed • Drilling • Tailings • Geology & • Transport Mining & Shipping • Testwork • Markets • Product • Processing Testing

  15. Slide 15: Indicative Fiscal Conditions

    Indicative Fiscal Conditions  Corporate Tax 25%  Royalty 5%  Customs duties exemption available for defined equipment list  Depreciation up to 33%  Investment Income Tax, dividends 10%, interest 15%  Mining rights can be pledged as credit security Engagement with the Negotiation Committee for

  16. Slide 16: Capital Structure

    Capital Structure Millions Current Shares on Issue 1,367 Sofosa Shares to be Issued 238 Pro-Forma Shares 1605 Diluted Market Capitalisation at 0.4cps $6m Options December 2016 exercisable 1.0cps* 311 * There is a further 1.1 million options at 9.37cps.

  17. Slide 17: News and Activities

    News and Activities  Appointment of CEO   Convertible Note Conversion/Repayment   Appointment of Key Management   Cabinda License renewal   Angolan Partner Secured   Rationalize Project Ownership Stalled  Divestment of DRC Interests Imminent  Bulk Sample and Pilot Studies to confirm sta

  18. Slide 18: Contact Details

    Contact Details Australia: 245 Churchill Avenue Subiaco WA 6008 Australia Phone: +61 8 6270 4610 Email: info@minbos.com Webiste: www.minbos.com

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